+297,723.7%
LRCX vs NI
+5,127.8%
+292,595.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.2% |
| 7D | +9.5% | +1.3% | +8.3% | +9.0% |
| 30D | +3.1% | -0.3% | +3.3% | +3.2% |
| 3M | -3.4% | -9.5% | +6.1% | +0.6% |
| 6M | +49.7% | -10.2% | +59.9% | +55.9% |
| YTD | +84.9% | +1.8% | +83.1% | +82.6% |
| 1Y | +200.8% | +5.7% | +195.2% | +192.1% |
| 3Y | +385.1% | +69.6% | +315.4% | +276.6% |
| 5Y | +460.5% | +95.8% | +364.7% | +302.6% |
| 10Y | +3,866.3% | +145.1% | +3,721.2% | +2,409.8% |
| All | +297,723.7% | +5,127.8% | +292,595.9% | +37,774.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded NI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling